Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IREYX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS Y) | NA | -83,881.10% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 07/23/2024, Common starting date is 04/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IREYX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS Y) | 04/03/2013 | 07/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -83,881.10 | nan | nan | nan | NA | NA | … | … | -82,015.56 | 7.80 | -22.83 | 27.54 | -4.78 | 19.90 | -4.98 | 8.44 | 1.85 | -0.42 | 15.14 | -3.77 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.21 | -0.84 | 2.29 | -0.14 | 1.98 | -0.51 | 1.02 | 0.11 | -0.03 | 1.74 | -0.37 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 16.80 | 28.81 | 12.02 | 36.45 | 9.33 | 12.29 | 7.72 | 14.78 | 13.83 | 8.71 | 13.65 |
| Draw Down(%) | NA | 81,390.25 | 68,249.25 | 68,249.25 | 68,249.25 | NA | NA | … | … | 82,015.56 | 20.52 | 30.34 | 6.39 | 41.43 | 5.51 | 10.92 | 4.34 | 11.80 | 14.05 | 7.40 | 13.87 |
| Yield(%) | 0.00 | 98.37 | 28.33 | 20.46 | 12.09 | 8.81 | 6.61 | … | … | 96.31 | 1.59 | 9.99 | 4.56 | 2.71 | 6.73 | 4.81 | 1.80 | 2.74 | 2.78 | 2.83 | 1.65 |
Data as of 07/23/2024, Common starting date is 04/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREYX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS Y) |
-3.37%
Mar 2017 – Mar 2020 |
-2.44%
Mar 2015 – Mar 2020 |
1.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IREYX (IVY LASALLE GLOBAL REAL ESTATE FUND CLASS Y) |
13.34%
Dec 2018 – Dec 2021 |
8.45%
Dec 2016 – Dec 2021 |
3.84%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart